Atlas Wealth Partners’s Duke Energy DUK Stock Holding History

Atlas Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$501K	Sell	3,957 -25	-0.6%	-$3.15K	0.55%	34
2026 Q1	$521K	Buy	3,982 +300	+8%	+$37.5K	0.54%	33
2025 Q4	$432K	Buy	3,682 +275	+8%	+$33.6K	0.47%	35
2025 Q3	$422K	Buy	3,407 +250	+8%	+$30.3K	0.43%	33
2025 Q2	$373K	Buy	3,157 +100	+3%	+$11.8K	0.43%	32
2025 Q1	$373K	Buy	3,057 +475	+18%	+$54.1K	0.46%	27
2024 Q4	$278K	Buy	2,582 +374	+17%	+$42.4K	0.35%	36
2024 Q3	$255K	Buy	+2,208	New	+$246K	0.39%	43

Other funds holding DUK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atlas Wealth Partners's DUK Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Duke Energy (DUK) stake by 0.63% in Q2 2026, selling an estimated $3.15K and leaving 3,957 shares worth $501K. The position accounts for 0.55% of the portfolio, ranked #34.

Atlas Wealth Partners first reported a position in DUK in Q3 2024 and has held it in 8 quarters since. The position peaked at $521K in Q1 2026. 2,486 funds tracked by Wall St. Rank hold DUK as of Q2 2026.

Atlas Wealth Partners held 3,957 shares of Duke Energy worth $501K as of Q2 2026.
Atlas Wealth Partners sold 25 Duke Energy shares in Q2 2026, an estimated $3.15K.
Duke Energy made up 0.55% of Atlas Wealth Partners's portfolio in Q2 2026, its #34 holding.
Atlas Wealth Partners first reported a position in Duke Energy in Q3 2024 and has held it in 8 quarters since.
Atlas Wealth Partners's Duke Energy position peaked at $521K in Q1 2026.
2,486 funds tracked by Wall St. Rank held Duke Energy as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.